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Nations Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Nations Financial Group’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Buy
51,169
+4,764
+10% +$220K 0.11% 199
2026
Q1 		$2.14M Buy
46,405
+5,988
+15% +$279K 0.11% 209
2025
Q4 		$1.88M Buy
40,417
+20,889
+107% +$976K 0.1% 216
2025
Q3 		$912K Buy
19,528
+2,987
+18% +$138K 0.06% 341
2025
Q2 		$765K Sell
16,541
-542
-3% -$24.7K 0.05% 353
2025
Q1 		$787K Sell
17,083
-1,365
-7% -$62.2K 0.06% 321
2024
Q4 		$834K Buy
18,448
+2,520
+16% +$116K 0.06% 314
2024
Q3 		$751K Buy
15,928
+647
+4% +$30K 0.05% 337
2024
Q2 		$691K Buy
15,281
+799
+6% +$35.9K 0.06% 328
2024
Q1 		$660K Sell
14,482
-621
-4% -$28.3K 0.06% 342
2023
Q4 		$696K Buy
15,103
+345
+2% +$15.2K 0.06% 306
2023
Q3 		$645K Buy
14,758
+1,817
+14% +$81.2K 0.06% 307
2023
Q2 		$588K Buy
12,941
+3,838
+42% +$176K 0.06% 349
2023
Q1 		$420K Buy
9,103
+99
+1% +$4.53K 0.04% 401
2022
Q4 		$405K Buy
+9,004
New +$403K 0.05% 403

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Nations Financial Group's IUSB Position: Q2 2026 in Review

Nations Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2026, buying an estimated $220K and bringing the position to 51,169 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #199.

Nations Financial Group first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Nations Financial Group held 51,169 shares of iShares Core Universal USD Bond ETF worth $2.36M as of Q2 2026.
  • Nations Financial Group bought 4,764 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares Core Universal USD Bond ETF made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #199 holding.
  • Nations Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.